Convert Excel to Access database - Time Tracking and Reporting

Project Title: Time Management Access Database Conversion Project Overview: Convert existing capacity management spreadsheet to an Access database. Current spreadsheet capabilities should be migrated to queries or reports within the database. Currently there are 3 reports: Team, Entire Company, and Individual. Project deliverables: A Microsoft Access database will be created with the following reports: • Capacity by Manager Report o Provides month by month summary for selected time span (default 13-month rolling) o Displays Total FTE (Full Time Employee) o Displays Over/Under FTE o Displays PM details for time period • Capacity for Entire Organization Report o Provides same information as Capacity by Manager Report – but for all employees in database. • Capacity for Individual Report o Provides same information as Capacity by Manager Report – but for individual employees in database. Expanded Scope: • Summary by Workstream Report o Provides total hours per month for selected time span (default 13-month rolling) grouped by Category Owner of Project/Program/Task Names. This Category Ownership relationship is stored within the database in a separate table. • Incomplete data identification Report o Provides highlighted list of employees who are “past due” for entering data into database • Out of compliance data identification Report o Provides highlighted list of employees who are above/below expected total monthly hours guidelines (+- 10% of total hours per month) • Trending charts for Capacity by Manager Report and Capacity for Individual Reports Assumptions: o “Work days per month” will be stored in a table and utilized for the capacity reports. o Database will provide option for selecting time span of given reports. Options should include: by year, by last 6 months, by last 3 months, by 13-month rolling, user specified time span o Database will store employee / supervisor relationship (team) to allow for mapping PMs (project manager employees) to respective managers. o Ability to add/edit Program/Projects/Task Names o Ability to add/edit and categorize the Program/Projects/Task Names into Workstreams o Supervisors will also have employee data / hours and will belong to their own team